Five Free Tools to Research
Small Cap Mutual Funds

Select any two small cap funds and instantly see how much their portfolios overlap — how many stocks they share and what weight those stocks represent.

Many investors spread money across two or three small cap funds thinking they are diversifying. But if both funds hold the same 40 stocks at similar weights, you are paying two expense ratios for the same portfolio.

A 60% overlap means 60% of your investment is identical across both funds. In that case, putting more money into one fund makes more sense than splitting across two.

• Under 30% — the two funds are genuinely taking different bets
• 30% to 50% — moderate overlap, some duplication
• Above 50% — significant duplication worth reconsidering
• Above 70% — you are essentially holding the same fund twice

Shows which stocks were freshly bought and which were completely sold by small cap funds in the most recent month — and the month before. Updated monthly as new AMFI disclosures arrive.

When five or more fund managers independently buy the same stock in the same month, something is attracting professional attention. These managers have separate research teams, different mandates, and no coordination with each other. Their independent consensus is a meaningful research signal.

This is not a buy recommendation. It is one of the most useful data points available to a retail investor researching small cap stocks.

The tool groups entries and exits by month automatically. Results are sorted by number of funds — the strongest consensus signals appear first.

Select any one small cap fund and see its complete portfolio — every stock, every sector, every weight and market value.

AMC factsheets show only the top 10 holdings. The full portfolio runs to 50, 80, sometimes over 100 stocks. Most investors never see beyond the top 10. Single Fund View gives you the complete picture.

• Concentration — Does the top 10 make up 40% or 70% of the portfolio? Higher concentration means more conviction but more volatility
• Tail holdings — Positions of 0.2% to 0.5% at the bottom often represent new positions a manager is building
• Sector exposure — Each stock shows its sector so you can spot if a fund is overweight in any area

Shows the stocks most widely held across all 35 small cap mutual funds — ranked by number of funds holding them.

When a stock is held by 22 out of 35 small cap funds, it has been researched and approved by 22 independent investment teams with different styles and mandates. That collective endorsement is meaningful context for your own research.

Some consensus picks reflect captive holding — funds that cannot easily sell without moving the market — not just active conviction. Use the Entry/Exit tracker alongside Consensus Picks to distinguish stocks funds are actively adding versus simply continuing to hold.

Shows the aggregate sector allocation across all 35 small cap funds — how much is in Banks, Pharma, Capital Goods, Chemicals and every other sector. Also shows which individual stocks drive each sector's weight.

Small cap funds are heavily exposed to domestic cyclical sectors — capital goods, construction, chemicals, industrial products. Understanding this helps you see what macro conditions favour or hurt small cap returns.

If 18% of all small cap fund assets are in capital goods and government infrastructure spending slows, small cap funds will be disproportionately affected compared to large cap or multi cap funds. Sector Analysis makes this concentration visible before it becomes a problem.